Investment & Financial Planning Advisor

Bank of America; Carrollton (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a client-focused advisor to deliver comprehensive financial planning and brokerage solutions in the United States. You will meet with clients to review goals, build plans, and recommend suitable investments such as stocks, bonds, mutual funds, and banking products.

The role requires Series 7 & 66 licenses (63/65 as alternative) and at least one year in investments or financial services, with a proven ability to grow client relationships and manage risk in a fast-paced

Qualifications

• Currently holds Series 7 & 66 licenses (63/65 in lieu of 66).
• At least 1 year experience in investments or financial services.
• Sales experience with goals met or exceeded.
• Builds and nurtures strong client relationships.
• Willing to complete required licenses and trainings.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals to appropriate internal service providers.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or branch clientele.
• Provides coaching to referral partners based on client needs and product services.

Skills

Account management

Client experience

Oral communications

Active listening

Attention to detail

Risk management

Written communications

Education

High School Diploma / GED

Job description

Bank of America is seeking a client-focused advisor to deliver comprehensive financial planning and brokerage solutions in the United States. You will meet with clients to review goals, build plans, and recommend suitable investments such as stocks, bonds, mutual funds, and banking products.

The role requires Series 7 & 66 licenses (63/65 as alternative) and at least one year in investments or financial services, with a proven ability to grow client relationships and manage risk in a fast-paced